Welcome to Sheards Wealth Management

We honestly believe that it is our job to help you fully understand the truth about your financial position and where you are going financially.

At Sheards Wealth Management we pride ourselves on being able to offer a bespoke, comprehensive lifestyle planning service to our clients. Our team of experienced and qualified independent financial advisers are committed to developing meaningful, long-term relationships.

If you want no nonsense, level headed financial advice, Sheards Wealth Management is the company to use.- Gordon Milner, Yorkshire Farben

For Eastman Staples, Sheards have been very proactive and hands on in handling the Auto Enrolment situation, making what could have been a very complicated matter in to a trouble free and seamless transition for our staff. We would recommend Sheards Wealth Management very highly and Mark Stewart, the Director was available at all times to oversee this process.- Colin Werb, Eastman Staples

I have been a client of Sheards Wealth Management for the past 7 years and I have always received excellent service. Any questions or queries are always dealt with promptly. Without hesitation I recommend Sheards Wealth Management to both friends and business clients.- Wendy Rodes

Do you want to leave an inheritance? Start with a clear goal and work towards it. Consider all your current assets but also plan for inflation and think about #tax implications. Find out more in our Investment Planning and Asset Allocation guide here : sheardswealthmanagement.co.uk…pic.twitter.com/joMlbMaoDx